Markets may be near record highs, but uncertainty continues to linger beneath the surface. So what do successful investors do when headlines, volatility, and mixed economic signals begin to test confidence?
In this episode, the WWM team explores how disciplined investors navigate uncertain markets without losing sight of their long-term goals. From AI earnings and shifting market expectations to geopolitical tensions, inflation concerns, and interest rate uncertainty, the conversation highlights why reacting emotionally can be one of the costliest financial mistakes investors make.
You’ll also learn:
Why market volatility can create opportunity for patient investors
How successful investors separate short-term noise from long-term strategy
The hidden tax opportunities that can emerge after market losses
Important wealth transfer and gifting considerations for families
Key tax deadlines and charitable planning strategies to know this year
When uncertainty rises, successful investors don’t focus on predictions—they focus on process, discipline, and making thoughtful decisions.
Tune in to discover the habits and strategies that help investors stay confident when markets become uncertain.
WWM Financial is an SEC Registered Investment Advisor
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190
In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred.
So if you want to prepare your estate for your heirs, understand the new gifting and estate tax exclusions, and ensure your estate does not go into probate so you can have peace of mind, tune in now!
In this episode, you’ll discover:
Estate Planning Tips For 2022
Gift and Estate Federal Tax Exemption Updates
Annual Gift Tax Exclusions
Step Up in Basis for Assets
Importance of Titling
Beneficiary Designations
A Misconception of Estate Planning
What Can Occur If There Is Not a Will in Place
Proposition 19
About Gita Nassiri
Gita Nassiri, CPA, JD, MBT is an expert in Estate Planning whose accomplishments include:
Practicing since 1994
Graduated with her law degree from Whittier College
Master’s degree in business taxation with honors from USC
Active member in California Bar Association Trusts and Estates Section.
Fluent in French and Spanish
Thanks for listening!
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Click on the image above to view tips 11-20 of this webinar series.
Free Financial Planning Webinar Series
Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional
Actionable information and guidelines to get/keep your finances on track
Easy to understand explanations with evidence-based supporting materials
Have you ever wondered whether you’re on the right track with your finances? Is the finance industry jargon too difficult to understand and too expensive to access? If you answered yes to either/both of these, this 4-part webinar series is the opportunity you’ve been waiting for. Based on practical experience with real clients, these common-sense tips may empower you to understand what you should be doing while improving your current and future financial status.
Scott McClatchey is a CERTIFIED FINANCIAL PLANNER™, CFP® with WWM Financial in Carlsbad, California. Scott can be reached at 760-692-5190 or scott@wwmfinancial.com.
WWM Financial, an SEC-registered Investment Adviser. Advisory services offered where client advisory agreements are in place and WWM Financial is properly licensed. Past performance may not be indicative of future results. No investor should assume future performance of any specific investment will be profitable. This communication is for informational purposes only and not intended to be investment advice. Please seek professional financial advice before investing.
Click on the image above to view tips 11-15 of this webinar series.
Free Financial Planning Webinar Series
Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional
Actionable information and guidelines to get/keep your finances on track
Easy to understand explanations with evidence-based supporting materials
Have you ever wondered whether you’re on the right track with your finances? Is the finance industry jargon too difficult to understand and too expensive to access? If you answered yes to either/both of these, this 4-part webinar series is the opportunity you’ve been waiting for. Based on practical experience with real clients, these common-sense tips may empower you to understand what you should be doing while improving your current and future financial status.
Scott McClatchey is a CERTIFIED FINANCIAL PLANNER™, CFP® with WWM Financial in Carlsbad, California. Scott can be reached at 760-692-5190 or scott@wwmfinancial.com.
WWM Financial, an SEC-registered Investment Adviser. Advisory services offered where client advisory agreements are in place and WWM Financial is properly licensed. Past performance may not be indicative of future results. No investor should assume future performance of any specific investment will be profitable. This communication is for informational purposes only and not intended to be investment advice. Please seek professional financial advice before investing.
Click on the image above to view tips 6-10 of this webinar series.
Free Financial Planning Webinar Series
Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional
Actionable information and guidelines to get/keep your finances on track
Easy to understand explanations with evidence-based supporting materials
Have you ever wondered whether you’re on the right track with your finances? Is the finance industry jargon too difficult to understand and too expensive to access? If you answered yes to either/both of these, this 4-part webinar series is the opportunity you’ve been waiting for. Based on practical experience with real clients, these common-sense tips may empower you to understand what you should be doing while improving your current and future financial status.
Scott McClatchey is a CERTIFIED FINANCIAL PLANNER™, CFP® with WWM Financial in Carlsbad, California. Scott can be reached at 760-692-5190 or scott@wwmfinancial.com.
WWM Financial, an SEC-registered Investment Adviser. Advisory services offered where client advisory agreements are in place and WWM Financial is properly licensed. Past performance may not be indicative of future results. No investor should assume future performance of any specific investment will be profitable. This communication is for informational purposes only and not intended to be investment advice. Please seek professional financial advice before investing.
